Juncture Wealth Strategies, LLC Invesco ETF Tr Ii Kbw Bank ETF Transaction History

Juncture Wealth Strategies, LLC

  • $254 Million
  • Q1 2025

A detailed history of Juncture Wealth Strategies, LLC transactions in Invesco ETF Tr Ii Kbw Bank ETF stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 13,811 shares of KBWB stock, worth $788,884. This represents 0.34% of its overall portfolio holdings.

Number of Shares
13,811
Previous 8,260 67.2%
Holding current value
$788,884
Previous $539,000 58.63%
% of portfolio
0.34%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
$60.05 - $72.21 $333,337 - $400,837
5,551 Added 67.2%
13,811 $855,000
Q4 2024

Jan 21, 2025
BUY
$57.27 - $71.33 $473,050 - $589,185
8,260 New
8,260 $539,000

Others Institutions Holding KBWB

# of Institutions
223
Shares Held
29.2M
Call Options Held
40.2K
Put Options Held
3.8K
View Full List

About INVESCO ETF TR II KBW BANK ETF

KBWB Quotes by TradingView
  • Ticker KBWB
  • Sector ETFs
  • Industry ETFs
More about KBWB
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